+13.0%
HSY vs IAG
+796.9%
-783.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.3% |
| 7D | -0.4% | -4.1% | +3.6% | -0.3% |
| 30D | -3.4% | +10.6% | -14.1% | -3.8% |
| 3M | -0.5% | +35.4% | -35.9% | -1.5% |
| 6M | -19.1% | -9.5% | -9.6% | -19.1% |
| YTD | -2.1% | +21.8% | -23.9% | -3.1% |
| 1Y | -3.2% | +84.1% | -87.4% | -5.7% |
| 3Y | -8.8% | +817.4% | -826.2% | -17.4% |
| 5Y | +13.0% | +830.1% | -817.1% | +2.0% |
| All | +13.0% | +796.9% | -783.9% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IAG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling